Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.547 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47244.14 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45849.17 Kr¶
PnL: ---------------------------------------> -1039.4 Kr¶
DD now: ---------------------------------> -2.85 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 13:14:33.972321'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -0.630000 | 2772.000000 | 136.000000 | 5.160000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | -3.230000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| SAAB B | 8 | 0.230000 | 3415.200000 | 38.200000 | 1.130000 | 3377.000000 |
| Corem Property Group B | 59 | -1.520000 | 613.010000 | 36.010000 | 6.240000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.430000 | 389.200000 | 34.200000 | 9.630000 | 355.000000 |
| AcadeMedia | 12 | -2.960000 | 589.200000 | 32.200000 | 5.780000 | 557.000004 |
| MedCap | 2 | -1.320000 | 450.000000 | 29.000000 | 6.890000 | 421.000000 |
| Resurs Holding | 22 | -1.590000 | 599.720000 | 25.720000 | 4.480000 | 573.999998 |
| Boozt | 12 | -1.200000 | 1676.400000 | 22.400000 | 1.350000 | 1653.999996 |
| HMS Networks | 2 | -3.040000 | 689.200000 | 16.200000 | 2.410000 | 673.000000 |
| Securitas B | 6 | -0.630000 | 584.880000 | 14.880000 | 2.610000 | 570.000000 |
| Swedbank A | 3 | -0.700000 | 577.050000 | 13.050000 | 2.310000 | 564.000000 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Coor Service Management Hold. | 8 | -0.890000 | 537.200000 | 5.200000 | 0.980000 | 532.000000 |
| OEM International B | 7 | -1.430000 | 531.300000 | 3.300000 | 0.630000 | 527.999997 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.480000 | 249.120000 | 3.120000 | 1.270000 | 246.000000 |
| Norva24 Group | 16 | -3.620000 | 545.920000 | 2.920000 | 0.540000 | 543.000000 |
| Karnov Group | 9 | -0.830000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Intrum | 4 | -3.630000 | 525.600000 | -1.400000 | -0.270000 | 527.000000 |
| Creaspac SPAC | 6 | -0.100000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| Handelsbanken A | 5 | -1.410000 | 540.000000 | -6.000000 | -1.100000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.200000 | 3447.520000 | -6.480000 | -0.190000 | 3453.999992 |
| Essity B | 2 | -0.390000 | 558.400000 | -15.600000 | -2.720000 | 574.000000 |
| Midsona B | 63 | -1.980000 | 562.590000 | -20.410000 | -3.500000 | 582.999984 |
| CTEK | 13 | -2.490000 | 504.530000 | -29.470000 | -5.520000 | 533.999999 |
| Essity A | 4 | -1.060000 | 1118.000000 | -31.000000 | -2.700000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.880000 | 547.500000 | -47.070000 | -7.920000 | 594.565215 |
| Vivesto | 1368 | 0.800000 | 551.580000 | -61.420000 | -10.020000 | 612.999432 |
| Beijer Electronics Group | 26 | -6.720000 | 2886.000000 | -85.000000 | -2.860000 | 2971.000006 |
| Sampo Oyj SDB | 7 | -1.470000 | 3752.000000 | -98.000000 | -2.550000 | 3850.000000 |
| Axfood | 13 | 0.290000 | 3593.200000 | -162.800000 | -4.330000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.960000 | 3647.000000 | -164.000000 | -4.300000 | 3810.999990 |
| OX2 | 18 | -2.490000 | 1412.100000 | -251.900000 | -15.140000 | 1663.999992 |
| Ovzon | 52 | -2.540000 | 2792.400000 | -569.600000 | -16.940000 | 3361.999992 |
| TOTAL | 45849.170000 | -1039.400000 | -2.84958% | 46888.564618 |
Updated:¶
'2023-01-25 13:14:46.687694'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
